Financial Services Administrator/Client Liaison Office Based Derby (our Ref AL1383) Competitive Salary to c£27,000 + discretionary bonus and exceptional benefits At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you. About the Role As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence. Provide comprehensive administrative support to Financial Planners in their day-to-day work. Maintain and update client records with accuracy and attention to confidentiality. Foster strong relationships with clients and third-party providers, ensuring clear and professional communication. Prepare valuations, meeting packs, and essential client docu